2023 Form 5500 filing — I.B.E.W. Local 300 - Unit 1 Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250411154423NAL0023452881001) for I.B.E.W. Local 300 - Unit 1 Pension Plan, reported by International Brotherhood Of Electrical Workers Local 300 - Unit 1 under EIN 03-0275174 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411154423NAL0023452881001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Brotherhood Of Electrical Workers Local 300 - Unit 1
- EIN
- 03-0275174
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,313,993
- Total liabilities (EOY)
- $25,181
- Net assets (EOY)
- $37,288,812
- Employer contributions
- $1,168,442
- Total income / additions
- $6,395,443
- Benefits paid
- $2,183,836
- Administrative expenses
- $108,468
- Total expenses
- $2,292,304
- Net increase / (decrease)
- $4,103,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC. | NONE | $28,000 | not reported in the loaded dataset |
| Future Planning Associates | NONE | $15,223 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $14,809 | not reported in the loaded dataset |
| Krakow & Souris | NONE | $9,000 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $8,945 | not reported in the loaded dataset |